Gerber Kawasaki Wealth & Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	14,794 -2,831	-16%	-$268K	0.04%	149
2026 Q1	$1.68M	Buy	17,625 +3,160	+22%	+$304K	0.05%	126
2025 Q4	$1.39M	Buy	14,465 +208	+1%	+$20.1K	0.05%	142
2025 Q3	$1.38M	Buy	14,257 +782	+6%	+$74.8K	0.05%	138
2025 Q2	$1.29M	Buy	13,475 +3,452	+34%	+$326K	0.05%	133
2025 Q1	$956K	Buy	10,023 +2,549	+34%	+$238K	0.04%	140
2024 Q4	$691K	Buy	7,474 +550	+8%	+$52K	0.03%	159
2024 Q3	$679K	Sell	6,924 -97	-1%	-$9.38K	0.03%	155
2024 Q2	$658K	Buy	7,021 +5,297	+307%	+$492K	0.03%	148
2024 Q1	$163K	Buy	+1,724	New	+$163K	0.01%	269
2021 Q4	–	Sell	-3	Closed	-$3K	–	652
2021 Q3	$3K	Buy	+3	New	+$351	﹤0.01%	828

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IEF Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, selling an estimated $268K and leaving 14,794 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #149.

Gerber Kawasaki Wealth & Investment Management first reported a position in IEF in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.68M in Q1 2026. 865 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 14,794 shares of iShares 7-10 Year Treasury Bond ETF worth $1.4M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 2,831 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $268K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #149 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 11 quarters since.
Gerber Kawasaki Wealth & Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.68M in Q1 2026.
865 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.